Business Appointment

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Items to bring to your Business appointment

  1. Copy of prior year’s corporate or partnership tax return (if applicable)
  2. Articles of Incorporation / LLC Articles of Organization
  3. EIN letter (if you have it, or at least the EIN number)
  4. Partnership/LLC Operating Agreement / Corporate Bylaws (stating % ownership, profits, etc.)
  5. S-Corporation Election Form 2553 (if applicable)
  6. Contact info of each partner/member/shareholder: name, e-mail, phone, address, Social Security Number, date of birth
  7. Payroll reports (payroll register, wage & tax report, W-2, W-3)
  8. Profit & Loss, Balance Sheet, General Ledger (or access to QuickBooks Online, Xero, etc.)
  9. Business account bank statements for each month

Click the PDF icon to download the form.

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